US95040QAR56 – Веллтауэр Инк Акции – цена акций, институциональная собственность, акционеры

Основная статистика

Институциональные владельцы	1 total, 1 long only, 0 short only, 0 long/short - change of 5,13% MRQ
Среднее распределение портфеля	0.0798 % - change of -7,75% MRQ

Институциональные акции (длинные)	10 000 (ex 13D/G) - change of 0,00MM shares 0,00% MRQ
Институциональная стоимость (длинная позиция)	$ 9 USD ($1000)

Институциональная собственность и акционеры

Welltower Inc (US:US95040QAR56) имеет 1 институциональные владельцы и акционеры, подавшие формы 13D/G или 13F в Комиссию по ценным бумагам и биржам (SEC). Эти учреждения владеют в общей сложности 10,000 акциями. В число крупнейших акционеров входят BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF .

Институциональная структура собственности Welltower Inc (US95040QAR56) показывает текущие позиции в компании по учреждениям и фондам, а также последние изменения в размере позиций. Крупнейшими акционерами могут быть индивидуальные инвесторы, взаимные фонды, хедж-фонды или учреждения. Приложение 13D указывает, что инвестор владеет (или держал) более 5% компании и намерен (или намеревался) активно проводить изменение бизнес-стратегии. График 13G указывает на пассивные инвестиции более 5%.

US95040QAR56 / Welltower Inc - 3.85% 2032-06-15 Institutional Ownership

Документы 13F и NPORT

Подробная информация о документах 13F предоставляется бесплатно. Подробная информация о подаче заявок NP требует премиум-членства. Зеленые строки обозначают новые позиции. Красные строки обозначают закрытые позиции. Нажмите на ссылку значок, чтобы просмотреть полную историю транзакций.

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Дата вступления в силу :

Дата файла	Источник	Инвестор	Акции	Δ Акции (%)	Сообщено Ценить (1000 долларов США)	Δ Значение (%)
2025-08-28	NP	STFBX - Сбалансированный фонд совхоза			237	2,16
2025-06-25	NP	PYGFX - Глобальный фонд фиксированного дохода Payden (класс инвесторов)			751	2,18
2025-06-26	NP	BlackRock Funds III - Институциональные акции диверсифицированного фонда с фиксированным доходом BlackRock This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			19	0,00
2025-07-29	NP	Биржевой самоиндексируемый фонд Invesco — ETF корпоративных облигаций Invesco BulletShares 2032			1 795	-6,90
2025-08-27	NP	VTBIX - Акции инвесторов индексного фонда Vanguard Total Bond Market II This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			3 978	1,87
2025-08-27	NP	Brighthouse Funds Trust II - Портфель совокупного индекса облигаций MetLife класса A			1 042
2025-07-25	NP	AGG — iShares Core US Aggregate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			2 116	0,38
2025-07-25	NP	IGEB — ETF облигаций улучшенного инвестиционного уровня iShares Edge This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			420	-43,22
2025-06-25	NP	GRNB — ETF VanEck Vectors Green Bond			94	2,20
2025-06-26	NP	BlackRock Funds II - BLACKROCK МНОГОАКТИВНЫЙ ПОРТФЕЛЬ ДОХОДА ИНВЕСТОРА C АКЦИИ This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			910	2,36
2025-08-27	NP	VBINX - Акции инвесторов в сбалансированный индексный фонд Vanguard This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			474	1,94
2025-08-25	NP	SCHI — ETF корпоративных облигаций Schwab на 5–10 лет This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			1 963	1,92
2025-08-26	NP	ГЛАВНЫЙ ИНВЕСТИЦИОННЫЙ ПОРТФЕЛЬ - Основной портфель общего индекса облигаций США			75	1,37
2025-06-26	NP	DFSB — Dimensional Global Sustainability ETF с фиксированным доходом			75	2,74
2025-06-30	NP	VFICX - Акции инвесторов инвестиционного фонда Vanguard Intermediate-Term Investment-Grade This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			10 392	2,17
2025-06-26	NP	BGRN — iShares Global Green Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			844	-2,31
2025-06-26	NP	NUAG - Nuveen Enhanced Yield US Aggregate Bond ETF This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			28	-37,78
2025-06-26	NP	MSTVX - Фонд альтернатив Morningstar			66	1,56
2025-08-28	NP	BlackRock Funds II - АКЦИИ BLACKROCK ФОНД УПРАВЛЯЕМОГО ДОХОДА КЛАССА K This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			262	1,95
2025-08-27	NP	VBMFX - Акции инвесторов индексного фонда Vanguard Total Bond Market This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			5 709	1,86
2025-08-28	NP	TBIIX — Индексный фонд облигаций TIAA-CREF институционального класса			142	2,16
2025-07-25	NP	SWAGX - Schwab US Aggregate Bond Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			141	0,00
2025-06-26	NP	IBDX — iShares iBonds, декабрь 2032 г., срок действия, корпоративный ETF			2 148	8,32
2025-08-27	NP	VBIIX - Акции инвесторов индексного фонда среднесрочных облигаций Vanguard This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			3 133	1,85
2025-07-25	NP	EAGG — iShares ESG US Aggregate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			295	0,34
2025-07-25	NP	IGIB - ETF среднесрочных корпоративных облигаций iShares This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			4 206	2,56
2025-03-28	NP	BondBloxx ETF Trust — BondBloxx BBB ETF на корпоративные облигации на срок 5–10 лет	10 000	0,00	9	0,00
2025-08-26	NP	BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Акции This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			5 859	1,88
2025-08-26	NP	SIGAX - Фонд корпоративных облигаций Western Asset класса A			389	2,10
2025-07-25	NP	IMTB — iShares Core ETF на облигации в долларах США на 5–10 лет This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			19	0,00
2025-07-29	NP	VICSX - Индексный фонд среднесрочных корпоративных облигаций Vanguard Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			22 834	68,40
2025-06-26	NP	BLACKROCK FUNDS - Индексный фонд облигаций среднего кредитного уровня iShares США This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			216	2,37
2025-07-25	NP	USIG - iShares Broad USD Инвестиционный ETF корпоративных облигаций This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			684	24,86
2025-07-28	NP	JSIAX - Фонд неограниченного долга JPMorgan класса A			384	0,26
2025-08-11	NP	Six Circles Trust - Глобальный фонд облигаций Six Circles			38	-45,59
2025-07-25	NP	GVI — iShares Intermediate Government/Credit Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			75	13,85
2025-08-26	NP	LLAAX - Western Asset Long Credit VIT Класс I			104	1,96
2025-08-28	NP	SPIB - SPDR(R) Портфель среднесрочных корпоративных облигаций ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			914	-46,80
2025-08-29	NP	ETNRX — Акции Eventide Core Bond Fund класса N			1 900	2,21
2025-05-27	NP	BRACX - Летучие мыши серии C This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			513	-2,29
2025-07-28	NP	GBOAX - Глобальный фонд возможностей облигаций JPMorgan класса A			1 302	0,23